AXA WF ACT Biodiversity Fund Impact Report 2024
- 21 October 2024 (10 min read)
Introduction
Impact investing has historically been associated with private markets, but in recent years the investment community has worked to develop listed equity strategies which aim to deliver positive, measurable social and environmental outcomes alongside a financial return. While private market impact investing has an important role to play at a local level, public companies can enact change on a global scale and often enable other companies across industries and geographies to deliver positive impact themselves, creating a domino effect.
Impact investing goes further than other forms of responsible and sustainable investing. It focuses on investing in companies that are generating positive and measurable change alongside financial returns. Investors don’t have to choose between positive impact or the potential for strong financial returns - financial sustainability underpins both goals. Having an intentional, disciplined, and credible approach for measuring real world change as well as traditional financial analysis is therefore essential to impact investing.
Biodiversity
There is an economic and human cost to biodiversity loss which is being addressed through products and services contributing to ecosystem preservation and biodiversity mitigation.
Learn moreDisclaimer
This marketing communication does not constitute, on the part of AXA Investment Managers Paris a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this communication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice.There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient.
The Fund’s characteristics do not protect the investors from the potential effect of inflation over time. The investments and/or any potential income generated during the period will not be adjusted by the rate of inflation over the same period. Thus, the return on the AXA WF ACT Social Progress adjusted from the rate of inflation could be negative. Consequently, the inflation might undermine the performance and/or the value of your investment.
Before making an investment, investors should read the relevant Prospectus and the Key Information Document, which provide full product details including investment charges and risks. The information contained herein is not a substitute for those documents or for professional external advice. The products or strategies discussed in this document may not be registered nor available in your jurisdiction. Please check the countries of registration with the asset manager, or on the local web sites https://www.axa-im.com/en/registration-map https://www.axa-im.com/en/ , where the funds and share
classes published are filtered according to country of registration and investors’ profile. In particular units of the funds may not be offered, sold or delivered to U.S. Persons within the meaning of Regulation S of the U.S. Securities Act of 1933. The tax treatment relating to the holding, acquisition or disposal of shares or units in the fund depends on each investor’s tax status or treatment and may be subject to change. Any potential investor is strongly encouraged to seek advice from its own tax advisors.
Please note that the management company reserves the right, at any time, to no longer market the product(s) mentioned in this communication in a European Union country by notification to its authority of supervision in accordance with European passport rules. In the event of dissatisfaction with the products or services, you have the right to make a complaint either with the marketer or directly with the management company (more information on our complaints policy available in English https://www.axa-im.com/important-information/comments-and-complaintshere). You also have the right to take legal or extra-judicial action at any time if you reside in one of the countries of the European Union. The European online dispute resolution platform allows you to enter a complaint form (by clicking https://ec.europa.eu/consumers/odr/main/index.cfm?event=main.home.chooseLanguage here) and informs you, depending on your jurisdiction, about your means of redress (by clicking https://ec.europa.eu/consumers/odr/main/?event=main.adr.show2 here). For more information on sustainability-related aspects please visit https://www.axa-im.com/what-is-sfdr
The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonised definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar but which should be distinguished because their calculation method may be different.
Companies shown are for illustrative purposes only as of 31/12/2022 and may no longer be in the portfolio at a later date. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.
The targeting of specific SDG does not imply the endorsement of the United Nations of AXA Investment Managers, its products or services, or of its planned activities and does not constitute, explicitly or implicitly, a recommendation for an investment strategy.
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.